Chinese semiconductor thread II

[tokenanalyst]

Shouxin Semiconductor Completes Angel+ Round of Financing, Focusing on Thin Film Deposition Equipment Track​

Shouxin Semiconductor completed the angel + round of financing, led by Zhongying Venture Capital, with the participation of Chengchuang High-tech Fund and Zhuoyuan Asia under the old shareholders Xi Venture Capital. After this round of financing, Shouxin Semiconductor will continue to increase investment in research and development of advanced processes, attract high-end technical talents, promote the verification and mass production of domestic thin film deposition equipment, and at the same time build sales channels and technical service support systems to accelerate the overall industrialization layout. .
Jiangsu Shouxin Semiconductor was established in February 2023. Its main business is the R&D and manufacturing of thin film deposition equipment and the provision of solutions. The main products are CVD, PVD and ALD, which will be widely used in semiconductor, flat panel display, new energy and other markets. The core personnel of Shouxin Semiconductor come from the world's top semiconductor equipment manufacturers. Shouxin Semiconductor is based on mature processes, deploys advanced processes, and has mature solutions for advanced processes below 14nm.
Yunxiu Capital news shows that Shouxin Semiconductor has completed a total financing scale of more than 300 million yuan. Shouxin Semiconductor has established strategic partnerships with leading domestic companies, including 12-inch wafer fabs, IDM companies, third-generation semiconductors, universities and research institutes. Some PECVD Dielectric films based on SiH4 and TEOS are in the verification stage. At the same time, the research and development of relevant key film layers based on PECVD is also in progress. In addition, PEALD equipment for advanced processes is also in the development process.

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[gelgoog]

One thing which they can do is optimize the design of the blocks.
Take the AMD Zen 4c. It has TSMC's denser 6T SRAM cells instead of the standard 8T cells. And because they did intra-core layout optimizations they fit 16 dies in the area of 8. The chip has only slightly less top clockspeed but uses much less energy. This is exactly what you want in a mobile processor. It will also enable production of more chips per wafer.

 

[european_guy]

Global Top 10 Foundries Q4 Revenue Up 7.9%, Annual Total Hits US$111.54 Billion in 2023, Says TrendForce​

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There are now 3 Chinese foundries in the top 10 (SMIC, HuaHong, Nexchip)

SMIC is fifth but very close to the fourth UMC (that does not have advanced nodes), so it is prudent to foresee that SMIC will soon become fourth because its product range is wider and the ASP is higher due to advanced nodes. Moreover SMIC is actively expanding capacity.

Nexchip is also increasing capacity and node (now ramping up 55nm, and sampling 40nm), so it will soon surpass PSMC.

 

[sunnymaxi]

SMIC is fifth but very close to the fourth UMC (that does not have advanced nodes), so it is possible to foresee that SMIC will soon become fourth because its product range is wider and the ASP is higher due to advanced nodes. Moreover SMIC is actively expanding capacity.

Global foundries too.. both UMC/GF are marginally ahead. so SMIC will soon surpass them and will become 3rd largest..

and what about Samsung position ? realistically when SMIC can surpass SS if everything goes well..

 

[Overseaschinese]

Global Top 10 Foundries Q4 Revenue Up 7.9%, Annual Total Hits US$111.54 Billion in 2023, Says TrendForce​

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View attachment 126551

There are now 3 Chinese foundries in the top 10 (SMIC, HuaHong, Nexchip)

SMIC is fifth but very close to the fourth UMC (that does not have advanced nodes), so it is prudent to foresee that SMIC will soon become fourth because its product range is wider and the ASP is higher due to advanced nodes. Moreover SMIC is actively expanding capacity.

Nexchip is also increasing capacity and node (now ramping up 55nm, and sampling 40nm), so it will soon surpass PSMC.

Huawei is the biggest customer from SMIC and the 7nm node is booked out from Huawei.
In addition SMIC is listed at the stock market and has to provide their financial results, but are the numbers from SMIC accurate or could SMIC hide some numbers?

 

[european_guy]

Global foundries too.. both UMC/GF are marginally ahead. so SMIC will soon surpass them and will become 3rd largest..

and what about Samsung position ? realistically when SMIC can surpass SS if everything goes well..

SMIC will probably surpass (in revenues) those who don't have advanced nodes, this is a kind of a given because ASP of sub 28nm is quite higher.

Regarding firms with advanced nodes, and Samsung is one of those, forecast is more difficult because they don't compete at fair level: Samsung can buy EUV machines, SMIC can't. OTH SMIC has a huge almost captive market (China high tech firms), and the only limitation is in their capacity: they can sell any advanced chip they are able to produce.

So to answer your question, "realistically when SMIC can surpass SS if everything goes well..", I'd say it all depends on capacity ramping up at SMIC. If all goes well can be 2/3 years....but not all will go well US will do all they can to create problems to SMIC.

 

[measuredingabens]

SMIC will probably surpass (in revenues) those who don't have advanced nodes, this is a kind of a given because ASP of sub 28nm is quite higher.

Regarding firms with advanced nodes, and Samsung is one of those, forecast is more difficult because they don't compete at fair level: Samsung can buy EUV machines, SMIC can't. OTH SMIC has a huge almost captive market (China high tech firms), and the only limitation is in their capacity: they can sell any advanced chip they are able to produce.

So to answer your question, "realistically when SMIC can surpass SS if everything goes well..", I'd say it all depends on capacity ramping up at SMIC. If all goes well can be a couple of years....but not all will go well US will do all they can to create problems to SMIC.

That said, Samsung has had problems getting customers the last few years, with all the major mobile and AI firms going with TSMC for their 3nm. Doesn't help now that there are rumours that Samsung's 2nm is really just their revamped 3nm being marketed as the former.

 

[tphuang]

Global foundries too.. both UMC/GF are marginally ahead. so SMIC will soon surpass them and will become 3rd largest..

and what about Samsung position ? realistically when SMIC can surpass SS if everything goes well..

I think SMIC getting to 3rd should be no problem over next year or two. Reaching Samsung would take dramatic expansion of its finfet capacity + buying back those shares in its jvs. That actually is the bigger problem here. I could be wrong here, but I don’t know if it’s stated revenues include 100% of its smsc jv revenue

 

[sunnymaxi]

I think SMIC getting to 3rd should be no problem over next year or two. Reaching Samsung would take dramatic expansion of its finfet capacity + buying back those shares in its jvs. That actually is the bigger problem here. I could be wrong here, but I don’t know if it’s stated revenues include 100% of its smsc jv revenue

if i remember, you said on twitter. SMIC will become second largest pure fab in the world in 2025..

 

[tphuang]

if i remember, you said on twitter. SMIC will become second largest pure fab in the world in 2025..

That doesn’t include samsung